Here’s What’s Really Happening in the Books.
A complete 20-point diagnostic that surfaces risk areas, reconciliation gaps, and cleanup issues before the proposal goes out.
Give every prospect a Books Health Score backed by evidence
0–100 Books Health Score
Instantly assess file health at a glance.
Ranked risk areas
Banking, AR, AP, reconciliations, and coding issues surfaced automatically.
Transaction-level findings
Show prospects exactly what needs attention
Download sample report

Completed in
1 min 42 sec

The top 3 risk areas ranked, not buried
Critical issues flagged instantly
Unreconciled accounts, duplicate transactions, and cash discrepancies surfaced automatically.
Prioritized by severity
See what’s urgent, compounding, or safe to monitor.
Advisory ready findings
Turn insights into cleanup scope and next steps.
Download sample report
Every account's reconciliation status at a glance
Reconciled through period end
Quickly confirm which accounts are current and clean.
Stale over 6 months old
Flag accounts that have fallen behind.
Never reconciled
Catch untouched accounts before they become bigger issues.
Download sample report

— Common across accounting and CAS firms
3×
avg scope expansion after discovery
68%
of engagements start with unvalidated books
01
Surface looks completely clean
Transactions are recorded. Reports are generated. Everything appears in place.
02
Small gaps begin to form quietly
Missing details, misclassifications, and unreconciled accounts start appearing beneath the surface invisible to a standard review.
03
You quote based on what you see
The engagement letter goes out. The fee gets fixed. The real picture is still hidden.
04
Inconsistencies keep compounding
Gaps widen silently across cash, revenue, and balances each period building on the discrepancies of the last.
05
You're working on unvalidated data
Quotes go out. Decisions get made. By the time the real picture emerges, you're already committed and the margin is gone.
Health score in minutes
Instant 0–100 score across reconciliation, data quality, and accuracy.
Prioritized risk register
See the biggest issues first, ranked by severity.
Line-level visibility
Find unreconciled accounts, missing classifications, and inconsistent entries.
Clear next steps
Know what’s wrong, why it matters, and how to fix it.

01 - CATCH ISSUES EARLY
See problems before they compound.
Pulse surfaces inconsistencies as they appear not months later during cleanup.
Small gaps stay small.
Nothing silently builds under the surface.
02 - TRUST YOUR NUMBERS
Know what’s reliable and what’s not.
Every balance, report, and metric is backed by continuous validation.
No second-guessing.
No hidden inconsistencies.
03 - STAY IN CONTROL
Always know the state of your books.
From reconciliation gaps to transaction issues, everything is visible and prioritized.
You’re not reacting anymore.
You’re operating with clarity.
- Lifetime founder pricing — locked in forever
- Unlimited diagnostic reports during beta
- White-labelled PDFs from day one
- Direct line to Nick & the product team
- Founding member badge on every report
No credit card. No obligation. Cancel anytime.
QuickBooks Online at launch. Xero integration arrives in week 4. QuickBooks Desktop support is on the roadmap for later in 2026.
8 to 12 minutes from file connection to PDF. Fast enough to run it while the prospect is still on your discovery call.
We use read-only API access we never write to the books. Data is deleted on request. SOC 2 certification is in progress. Full security documentation available at launch.
Founding firms lock in their price forever it will never be raised. Standard pricing will be announced in June 2026 before beta closes.
Yes every PDF includes your firm's logo and branding from day one. Founding members get this included at no extra cost.
The same team behind Xenett's practice management platform already trusted by 200+ US CPA firms. This isn't a startup experiment. It's the next layer of the stack we've been building for three years.
.avif)